BRWA
MXWL

B. Riley Wealth Advisors’s Maxwell Technologies Inc MXWL Stock Holding History

B. Riley Wealth Advisors’s Portfolio MXWL Stock Details MXWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12
Closed – – 2322
2014
Q4 		$0 Buy
+12
New +$117 ﹤0.01% 3787
2014
Q3 		– Sell
-275
Closed -$4.17K – 2168
2014
Q2 		$4.17K Buy
+275
New +$4.32K ﹤0.01% 2092
2013
Q4 		– Sell
-6,266
Closed -$57K – 731
2013
Q3 		$57K Buy
+6,266
New +$54.3K 0.02% 630

Other funds holding MXWL

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

B. Riley Wealth Advisors's MXWL Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Maxwell Technologies Inc (MXWL) in Q1 2015, closing a stake of 12 shares.

B. Riley Wealth Advisors first reported a position in MXWL in Q3 2013 and held it in 3 quarters. The position peaked at $57K in Q3 2013. 105 funds tracked by Wall St. Rank hold MXWL as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Maxwell Technologies Inc position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12 Maxwell Technologies Inc shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in Maxwell Technologies Inc in Q3 2013 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Maxwell Technologies Inc position peaked at $57K in Q3 2013.
  • 105 funds tracked by Wall St. Rank held Maxwell Technologies Inc as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.